William L Trubeck

CIK 1103609 · View on SEC EDGAR ↗

Insider

First SEC filing: July 2, 2004 · Latest: July 2, 2004

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 95 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

95 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Nov. 18, 2005 HRB P 2,000 $24.00 $48,000 38,000 Direct +5.56% Acquired 121.2% (price as of 2026-08-20)
Aug. 9, 2005 HRB P 1,000 $55.89 $55,890 18,000 Direct +5.88% Acquired 90.0% (price as of 2026-08-20)
May 14, 2004 WM S 2,900 $28.58 $82,882 41,363 Direct -6.55% Disposed 689.0% (price as of 2026-08-20)
May 14, 2004 WM S 102,500 $28.55 $2,926,375 44,263 Direct -69.84% Disposed 689.8% (price as of 2026-08-20)
May 14, 2004 WM S 94,600 $28.50 $2,696,100 146,763 Direct -39.19% Disposed 691.2% (price as of 2026-08-20)

Showing latest 100 of 116 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Feb. 3, 2020 CNC Common Stock Option (right to buy) Common Stock (10,000) $62.81 Feb. 3, 2030 10,000 Acquired
June 30, 2007 HRB Call Option to Purchase Common Stock, without par value (125,000) $23.37 June 30, 2017 125,000 Acquired
June 30, 2006 HRB Call Option to Purchase Common Stock, without par value (125,000) $23.86 June 30, 2016 125,000 Acquired
June 30, 2006 HRB Call Option to Purchase Common Stock, without par value (125,000) $23.86 June 30, 2016 125,000 Acquired
June 30, 2005 HRB Call Option to Purchase Common Stock, without par value (50,000) $58.35 June 30, 2015 50,000 Acquired
July 1, 2004 WM Phantom Stock Units [F1] Common Stock (22) $0.00 Aug. 8, 1988 22 Acquired
June 17, 2004 WM Phantom Stock Units [F1] Common Stock (22) $0.00 Aug. 8, 1988 22 Acquired
June 3, 2004 WM Phantom Stock Units [F1] Common Stock (23) $0.00 Aug. 8, 1988 23 Acquired
May 20, 2004 WM Phantom Stock Units [F1] Common Stock (23) $0.00 Aug. 8, 1988 23 Acquired
May 14, 2004 WM Stock Option (Right to Buy) [F1] Common Stock (200,000) $14.19 Feb. 16, 2010 200,000 Disposed
May 6, 2004 WM Phantom Stock Units [F1] Common Stock (23) $0.00 Aug. 8, 1988 23 Acquired
April 8, 2004 WM Phantom Stock Units [F1] Common Stock (22) $0.00 Aug. 8, 1988 22 Acquired
March 25, 2004 WM Phantom Stock Units Common Stock (23) $0.00 Aug. 8, 1988 23 Acquired
March 18, 2004 WM Phantom Stock Units [F1] Common Stock (380) $0.00 Aug. 8, 1988 380 Acquired
March 18, 2004 WM Phantom Stock Units [F1] Common Stock (273) $0.00 Aug. 8, 1988 273 Acquired
March 11, 2004 WM Phantom Stock Units [F1] Common Stock (15) $0.00 Aug. 8, 1988 15 Acquired
March 4, 2004 WM Stock Option (right to buy) [F2] Common Stock (90,000) $29.24 March 4, 2014 90,000 Acquired
Feb. 26, 2004 WM Phantom Stock Units [F1] Common Stock (15) $0.00 Aug. 8, 1988 15 Acquired
Feb. 12, 2004 WM Phantom Stock Units [F1] Common Stock (15) $0.00 Aug. 8, 1988 15 Acquired
Jan. 29, 2004 WM Phantom Stock Units [F1] Common Stock (16) $0.00 Aug. 8, 1988 16 Acquired
Jan. 15, 2004 WM Phantom Stock Units [F1] Common Stock (15) $0.00 Aug. 8, 1988 15 Acquired
Dec. 31, 2003 WM Phantom Stock Units [F1] Common Stock (21) $0.00 Aug. 8, 1988 21 Acquired
Dec. 18, 2003 WM Phantom Stock Units [F1] Common Stock (22) $0.00 Aug. 8, 1988 22 Acquired
Dec. 4, 2003 WM Phantom Stock Units [F1] Common Stock (22) $0.00 Aug. 8, 1988 22 Acquired
Nov. 20, 2003 WM Phantom Stock Units [F1] Common Stock (23) $0.00 Aug. 8, 1988 23 Acquired
Nov. 6, 2003 WM Phantom Stock Units [F1] Common Stock (25) $0.00 Aug. 8, 1988 25 Acquired
Oct. 23, 2003 WM Phantom Stock Units [F1] Common Stock (25) $0.00 Aug. 8, 1988 25 Acquired
Oct. 9, 2003 WM Phantom Stock Units [F1] Common Stock (24) $0.00 Aug. 8, 1988 24 Acquired
Sept. 25, 2003 WM Phantom Stock Units [F1] Common Stock (24) $0.00 Aug. 8, 1988 24 Acquired
Sept. 11, 2003 WM Phantom Stock Units [F1] Common Stock (25) $0.00 Aug. 8, 1988 25 Acquired
Aug. 28, 2003 WM Phantom Stock Units [F1] Common Stock (24) $0.00 Aug. 8, 1988 24 Acquired
Aug. 14, 2003 WM Phantom Stock Units [F1] Common Stock (26) $0.00 Aug. 8, 1988 26 Acquired
July 31, 2003 WM Phantom Stock Units [F1] Common Stock (27) $0.00 Aug. 8, 1988 27 Acquired
Sept. 26, 2002 WM Phantom Stock Units [F1] Common Stock (26) $0.00 Aug. 8, 1988 26 Acquired
Sept. 12, 2002 WM Phantom Stock Units [F1] Common Stock (24) $0.00 Aug. 8, 1988 24 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 2 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Oct. 8, 2004 HRB Common Stock, without par value 10,000 Direct
Oct. 8, 2004 HRB Call Option to Purchase→ Common Stock, without par value (50,000) 50,000 Direct